Tax Senior Manager - Private Client Services

Marcum LLP offers a great career with exceptional benefits.

There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.

At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.

We’re hiring for a Tax Senior Manager Private Client Services (PCS) for our East Hanover, NJ office. The Private Client Services (PCS) Tax Practice focuses on tax business planning, advisory & compliance services for ultra-wealthy families as well as multi-general wealth planning.

The group specializes in the taxation of gifts, trusts, estates, foundations, closely held entities and individual returns.

Responsibilities include and are not limited to the following :

• Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
• Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner
• Reviews tax procedures, engagement workpapers and financial statements without supervision
• Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm's documentation standards
• Reviews advanced level return from a detail and top-side perspective
• Reviews required communications to the client, ensuring their completeness, accuracy and compliance with Firm and professional guidelines
• Addresses questions on advanced technical accounting matters from team members and upper level client management
• Monitors that tasks are assigned and completed on a timely basis and reviews workflow
• Oversees Seniors and Staff coordinating the day-to-day duties of planning, tax work, and wrap-up
• Manages multiple assignments inside an engagement
• Communicates with Director and / or Partner on work status and client issues that arise
• Conducts research, consults with team members, draws conclusions and prepares memos based on target issues
• Performs a detailed review of team's workflow and monitors that tasks are assigned and completed on a timely basis; supervises, trains and mentors staff
• Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel
• Leads small to medium sized engagements with finalized document and report requiring minimal change upon review
• Identifies opportunities to leverage staff including designing staffing structure of engagement
• Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements

Minimum Qualifications

• Bachelor’s degree with a preferred field in Accounting
• 7+ years’ of relevant work and industry experience within Private Client Services / Family Office tax
• Prior experience managing engagements and clients
• Formal mentoring relationships with all levels of staff
• Ability to work independently, but also work well with others

Preferred Qualifications

• CPA License or on track to obtain
• Master’s degree in Accounting or Taxation
• 3+ years’ supervisory experience
• Software Experience CCH ProSystem, Microsoft Office 365

For more information about the position, please send an email to with Tax Senior Manager / R4245 in the Subject Line, or use the link to apply directly to the role